BLUEPRINT SET UP AND JUSTCALL INTEGRATION:
Blueprint set up to automate the sales person offline process (Call). Providing
the possible options of call to sales person by predefined so that every sales
person needs to follow.
For instance:
- If call is answered and rescheduled,then the Zoho CRM will ask the sales
person to give the call back date.
- If call is not answered then sending an automated email to inform the lead
that we tried to call you and ask them the convenient time to call back.
SMS Automation
We have set up the blueprint to allow the sales person to create an appointment
as a task in the lead module itself by simply clicking the appointment button.
If the appointment gets canceled by the customer, then the task will be closed
for the sales person. On the flip side, if the appointment gets confirmed,then
reminder SMS will be send to the customer for joining the meeting.
GOOGLE MAP INTEGRATION:
The lead would be from any of the country. So creating appointment and sending
the reminder SMS/email will be happening as per the timezone of lead. With
the integration of Google Map,the timezone of lead is identified based
upon the Zipcode/Postal code captured in the field.The salesperson who is
handling the respective lead contact the customer in their respective timezone.
So the sales person can have a view of the time difference between his/her
timezone and the leads inside the lead module itself.Zoho CRM will suggest when
they're likely to engage with the help of Zoho's AI Assistant(Zia). x
If the appointment gets canceled by the customer, then the task will be closed
for the sales person. On the flip side, if the appointment gets confirmed,then
reminder SMS will be send to the customer for joining the meeting.